• Wednesday, June 01, 2016 1:28 PM | Stephanie Weadock (Administrator)
    CFP(R) continuing education credits for the FPA of Greater Phoenix May 25th  program have been processed and credits have been granted to attending CFP(R) certificates.

     

    Please contact the administrative office at 602-840-2900 or admin@fpaofphoenix.org with any questions and/or assistance needed.


  • Thursday, May 26, 2016 1:50 PM | Stephanie Weadock (Administrator)
    Arizona State Dept. of Insurance continuing education credits for the FPA of Greater Phoenix May 25th program have been processed and CE certificates emailed.

     

    Please contact the administrative office at 602-840-2900 or admin@fpaofphoenix.org with any questions and/or assistance needed.


  • Thursday, May 26, 2016 1:47 PM | Stephanie Weadock (Administrator)
    A HUGE THANK YOU to those who filled an ambassador position at the May 25th program:


    Dennis Ederer

    Darin Shebesta


    An ask is distributed to selected attendees prior to each program.


    If you would like to pro-actively volunteer to fill an ambassador position, you can view the positions here, and email admin@fpaofphoenix.org with your preferences.



  • Wednesday, May 18, 2016 11:39 AM | Stephanie Weadock (Administrator)

    Darin Shebesta, CFP(R):  10 Years

  • Tuesday, May 10, 2016 11:52 AM | Stephanie Weadock (Administrator)

    CFP(R) continuing education credits for the FPA of Greater Phoenix May 4th program have been processed and credits have been granted to attending CFP(R) certificates.

     

    Please contact the administrative office at 602-840-2900 or admin@fpaofphoenix.org with any questions and/or assistance needed.

  • Tuesday, May 03, 2016 4:55 PM | Stephanie Weadock (Administrator)


    Members, the May 4, 2016 program handout is now posted to the presentations archives page for download.

  • Monday, April 04, 2016 3:06 PM | Stephanie Weadock (Administrator)

    Join us in congratulating FPA longevity membership:


    Carrie Marquardt, CFP(R) 15 years
    William Veit, CFP(R) 20 years
    Gary Deardorff, CFP(R), EA, AIF) 15 years
    Mary Zimmerman, CFP(R), RLP(R) 15 years

    Jeffery Jablonski, CFP(R) 15 years
    Paul Robinson, CFP(R)  25 years

    Philip Johnson, CFP(R)  35 years


    Thank you all for your membership!
  • Monday, April 04, 2016 2:49 PM | Stephanie Weadock (Administrator)
    Join us in wishing a very Happy Birthday for the month of April to:


    Paul Ahern, CFP(R), ChFC

    Janet Bryan, CFP(R)

    Ellen Dean, CFP(R)

    David Fernandez, CFP(R)

    Nicole Gurley, CLTC

    Brent Hanks, CFP(R)
    Brad Harris

    Kevin Jack, CFP(R)

    Mark Johnson, CFP(R)

    Scott Johnson, CFP(R), QPFC, AIF(R)

    Daniel King, CFP(R)

    Anna Kramer, CFP(R)
    Vanessa Lee, CPA

    Edward Lewis, CFP(R)

    Charles Melker, CFP(R)

    Natalie Romano, CFP(R)

    George Roundy

    Amy Shepard

    Lennard Van der Feltz, CFP(R)
    How, you may ask yourself, do we know this? Completed information in the membership profiles.  Completing all fields in your profile could get you birthday recognition, and possible other little perks..........We don't need the year you were born, just the month and day.
  • Monday, April 04, 2016 11:15 AM | Stephanie Weadock (Administrator)

    A HUGE THANK YOU to those who filled an ambassador position at the March 23rd program:


    Linda Bowers

    Kathleen Murray

    Murray Smith

    Darin Shebesta


    An ask is distributed to selected attendees prior to each program.


    If you would like to pro-actively volunteer to fill an ambassador position, you can view the positions here, and email admin@fpaofphoenix.org with your preferences.


  • Friday, April 01, 2016 1:22 PM | Stephanie Weadock (Administrator)


    Arizona State Dept. of Insurance continuing education credits for the FPA of Greater Phoenix March 23rd program have been processed and CE certificates emailed.

     

    Please contact the administrative office at 602-840-2900 or admin@fpaofphoenix.org with any questions and/or assistance needed.


FPA
of Greater Phoenix

480-483-9035
Vision:  The essential hub of our Financial Planning community.

Mission:  Connect CFP(R) and associated professionals to the resources they need and the people who need them.
 
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Fx:  480-922-5283

info@FPAofPhoenix.org   
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